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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMG
301
ProVise Management Group
Florida
$861K +$632K +5,710 +276%
FFS
302
Founders Financial Securities
Maryland
$836K +$5.42K +49 +0.7%
HI
303
Horizon Investments
North Carolina
$827K +$5.42K +49 +0.7%
MLM
304
Mount Lucas Management
Pennsylvania
$820K +$7.75K +70 +1%
TL
305
TrueWealth LLC
Georgia
$817K +$817K +7,380 New
FF
306
Fluent Financial
Texas
$817K +$819K +7,401 New
SCP
307
Syntal Capital Partners
Texas
$813K +$813K +7,343 New
APP
308
Avantax Planning Partners
Iowa
$792K +$522K +4,717 +194%
PP
309
PDS Planning
Ohio
$779K +$778K +7,034 New
Cetera Investment Advisers
310
Cetera Investment Advisers
Illinois
$772K -$339K -3,059 -30%
BC
311
Bartlett & Co
Ohio
$769K
GC
312
Guggenheim Capital
Illinois
$760K -$23.7K -214 -3%
LFG
313
LifePlan Financial Group
Ohio
$759K
LPT
314
Legacy Private Trust
Wisconsin
$755K -$774K -6,996 -51%
ODG
315
O'Dell Group
Ohio
$746K +$10.7K +97 +1%
CT
316
Cambridge Trust
Massachusetts
$742K +$107K +971 +17%
FI
317
FormulaFolio Investments
Michigan
$741K +$137K +1,238 +23%
ECM
318
Exchange Capital Management
Michigan
$736K -$40.1K -362 -5%
PSUF
319
People's United Financial
Connecticut
$733K +$733K +6,621 New
SIAP
320
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$728K
NCMW
321
Northern Capital Management (Wisconsin)
Wisconsin
$725K
LA
322
LexAurum Advisors
Kansas
$724K +$728K +6,581 New
WWM
323
Windsor Wealth Management
Indiana
$721K +$720K +6,510 New
AAC
324
Acorn Advisory Capital
New York
$709K +$708K +6,400 New
SWA
325
Sutton Wealth Advisors
Florida
$697K